Credential Securities Inc. is one of WealthBar's custodians, which means they are one of the institutions which holds our client's assets. As a member of IIROC and CIPF your accounts are secure, segregated and protected for up to $1,000,000.
When you open an account with us you will also be asked to open an account with one of our custodians which WealthBar manages on your behalf. The account and assets within will always be owned by you and can only be transferred to and from your own bank account.
A Guide to Your Statement
A Guide to Your Statement.pdf
Registered Account Beneficiary Designation
Investment Industry Regulatory Organization of Canada (IIROC) Documentation
How IIROC protects investors
Making a Complaint: A Guide for Investors
Making a Compliant - A Guide for Investors.pdf
How Can I get My Money Back? A Guide for Investors
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